Sustainable Insight Capital Management’s FirstService FSV Stock Holding History

Sustainable Insight Capital Management’s Portfolio FSV Stock Details FSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,538	Closed	-$910K	–	88
2026 Q1	$910K	Buy	6,538 +2,469	+61%	+$376K	0.31%	53
2025 Q4	$633K	Sell	4,069 -1,200	-23%	-$195K	0.21%	52
2025 Q3	$1M	Buy	5,269 +852	+19%	+$165K	0.32%	41
2025 Q2	$771K	Buy	4,417 +1,800	+69%	+$312K	0.35%	42
2025 Q1	$434K	Buy	2,617 +230	+10%	+$40.3K	0.22%	55
2024 Q4	$432K	Sell	2,387 -100	-4%	-$18.7K	0.19%	53
2024 Q3	$454K	Buy	+2,487	New	+$427K	0.21%	49

Other funds holding FSV

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Sustainable Insight Capital Management's FSV Position: Q2 2026 in Review

Sustainable Insight Capital Management sold out of FirstService (FSV) in Q2 2026, closing a stake of 6,538 shares — an estimated $910K sold.

Sustainable Insight Capital Management first reported a position in FSV in Q3 2024 and held it in 7 quarters. The position peaked at $1M in Q3 2025. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Sustainable Insight Capital Management reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
Sustainable Insight Capital Management sold 6,538 FirstService shares in Q2 2026, an estimated $910K.
Sustainable Insight Capital Management first reported a position in FirstService in Q3 2024 and held it in 7 quarters.
Sustainable Insight Capital Management's FirstService position peaked at $1M in Q3 2025.
280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.